National Bank of Canada
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National Bank of Canada’s Orion OEC Stock Holding History

National Bank of Canada’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1
Closed -$10 – 3108
2025
Q2 		$10 Hold
1
– – ﹤0.01% 2946
2025
Q1 		$13 Hold
1
– – ﹤0.01% 2789
2024
Q4 		$16 Hold
1
– – ﹤0.01% 2866
2024
Q3 		$18 Buy
+1
New +$19 ﹤0.01% 2654
2024
Q1 		– Sell
-36,200
Closed -$971K – 2866
2023
Q4 		$971K Buy
+36,200
New +$831K ﹤0.01% 1159
2023
Q3 		– Sell
-40
Closed -$848 – 2857
2023
Q2 		$848 Hold
40
– – ﹤0.01% 2572
2023
Q1 		$1.04K Hold
40
– – ﹤0.01% 2527
2022
Q4 		$712 Hold
40
– – ﹤0.01% 2619
2022
Q3 		$1K Hold
40
– – ﹤0.01% 2613
2022
Q2 		$1K Hold
40
– – ﹤0.01% 2703
2022
Q1 		$1K Hold
40
– – ﹤0.01% 2793
2021
Q4 		$1K Buy
+40
New +$745 ﹤0.01% 2758

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

National Bank of Canada's OEC Position: Q3 2025 in Review

National Bank of Canada sold out of Orion (OEC) in Q3 2025, closing a stake of 1 share — an estimated $10 sold.

National Bank of Canada first reported a position in OEC in Q4 2021 and held it in 12 quarters. The position peaked at $971K in Q4 2023. 177 funds tracked by Wall St. Rank hold OEC as of Q3 2025.

  • National Bank of Canada reported no remaining Orion position as of Q3 2025 after selling out during the quarter.
  • National Bank of Canada sold 1 Orion share in Q3 2025, an estimated $10.
  • National Bank of Canada first reported a position in Orion in Q4 2021 and held it in 12 quarters.
  • National Bank of Canada's Orion position peaked at $971K in Q4 2023.
  • 177 funds tracked by Wall St. Rank held Orion as of Q3 2025.

Based on National Bank of Canada's 13F filing for Q3 2025, filed 14 Nov 2025.